4 1b. Identification of the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract. This price is the Government price based on a unit of one, exclusive of any quantity/dollar volume, prompt payment, or any other concession affecting price. Those contracts that have unit prices based on the geographic location of the customer, should show the range of the lowest price, and cite the s to which the prices apply. 1c. If the Contractor is proposing hourly rates a description of all corresponding commercial job titles, experience, functional responsibility and education for those types of employees or subcontractors who will perform services shall be provided. If hourly rates are not applicable, indicate Not applicable for this item. 2. Maximum order: $1,000, Minimum order: $ Geographic coverage (delivery ). Domestic only. 5. Point(s) of production (city, county, and State or foreign country). Same as Company Address 6. Discount from list prices or statement of net price. Government net prices (discounts already deducted). See Attachment. 7. Quantity discounts. 1% for orders between $100,000 and $249,999.99, 1.5% for orders between $250,000 and $499,999.99, and 2% for orders over $500, Prompt payment terms. NET 30 days 9. a. Notification that Government purchase cards are accepted up to the micropurchase threshold. Yes b. Notification whether Government purchase cards are accepted or not accepted above the micro-purchase threshold. 10. Foreign items (list items by country of origin). None 11. a. Time of delivery. To be specified within each Task Order Page 4

6 23. Preventive maintenance (if applicable). Not applicable 24. a. Environmental attributes, e.g., recycled content, energy efficiency, and/or reduced pollutants: Not applicable b. If applicable, indicated that Section 508 compliance information is available on Electronic and Information Technology (EIT) supplies and services and show where full details can be found (e.g. contactor s website or other location.) The EIT standards can be found at: 25. Data Universal Number System (DUNS) number Notification regarding registration in Central Contractor Registration (CCR) database: Registered SECTION II/ EXECUTIVE SUMMARY cbeyondata is certified by the U.S. Small Business Administration (SBA) as a Economically Disadvantaged Woman- Owned Small Business ( EDWOSB). We are a company dedicated to providing quality services and we place a high value on business ethics. We offer services for the following SINS: SIN C Budgeting SIN C Complementary Financial Management Services SIN C Program Management Services SIN C874-1 Integrated Consulting Services cbeyondata adheres to all applicable FAR Cost Accounting Standards for all contract types. We track our cost by utilizing cost accounting practices of recording our time and expenditures by customer and account. Employees utilize timesheets to record time for services rendered to clients and cost for expenditures are recorded based on the client or effort that directly benefits from the effort. Page 6

9 B. Labor Category Descriptions FABS TITLE DESCRIPTION YEARS OF Budget Administrator Assists in collecting and organizing 2 years of experience in information required for preparation of budgets, budget analyses, studies, guides, reports, training materials, or any other customer deliverables and documents. Edits and formats documents to ensure readability and conformance with applicable standards. Drafts text based on source material or input from professional staff. Provides administrative support to engagements as needed. Assists in collecting and organizing information required for preparation of analyses, studies, guides, reports, training materials, or any other customer deliverables and documents. Edits and formats documents to ensure readability and conformance with applicable standards. Requires a High School Diploma Page 9

10 TITLE DESCRIPTION YEARS OF Budget Analyst Gathers, assembles, and formats budget data and prepares preliminary analysis for budget preparation; assists in preparation and presentation of preliminary and final budget documents; prepares budget presentation materials; maintains data and systems for budget tracking and reporting and generates reports; assists section/division with issues related to funds availability, fund transfers and budget compliance; prepares and participates in the preparation of the Court s annual budget, including analysis and estimates of expenditures; analysis and projections of revenue; review of intra-department requests and sub-budgets; recommendations on allocations of funds, personnel and account coding. May assist in the documentation and development of a budgeting system or solution to include, defining user requirements, documenting budget process and flows, assisting in the configuration and testing of a budget system. Budget Accountant Budget Project Manager Performs business and/or budget management tasks to include budget support. Prepares budget schedules, performs data analysis, vouches transactions, and verifying account balances. Conducts analysis of appropriate consulting tools to satisfy program requirements and creates project deliverables. Responsible for financial management engagements and overall budget management. Provides technical, budget and managerial skills to ensure all products and deliverables meet the client s requirements and deadlines. Responsible for resolution of audit, accounting, and reporting issues. Oversees multiple financial management services and related projects. 4 years of experience in 4 years of experience in degree in related field degree in related field Page 10

11 TITLE DESCRIPTION YEARS OF Budget Financial Analyst Performs business and/or budget management tasks to include, financial management activities including audits, financial analysis, and preparation of reconciliations, vouching transactions, and verifying account balances. Conducts analysis of appropriate consulting tools to satisfy program requirements and creates project deliverables. Specific expertise in financial modeling, financial statement analysis, or budgeting and accounting. Supports project by completing project specific tasks that require experience in performing financial analysis. Formulates basic diagnoses through financial or statistical modeling, assesses appropriate alternatives. Senior Functional Analyst Financial Management Consultant Analyzes user needs to determine functional and cross-functional requirements. Performs functional allocation to identify required tasks and their interrelationships. Identifies resources required for each task. Provides daily supervision and direction to support staff. Provides strategic business planning, performance measuring, program evaluation and auditing and productivity/ process improvement. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. May lead and direct the work of others. A wide degree of creativity and latitude is expected. Typically reports to top management. 7 years of experience in degree in related field Page 11

12 TITLE DESCRIPTION YEARS OF Senior Budget Analyst Performs business and/or budget management tasks to include, budget management activities including budget audits, financial analysis, and preparation of reconciliations, vouching transactions, and verifying account balances. Consults with Team Leads on strategic analysis, system and process issues, cost, and economic analysis. Conducts analysis of appropriate consulting tools to satisfy program requirements and creates project deliverables. Specific expertise in financial modeling, financial statement analysis, or budgeting and accounting. Formulates advanced analysis through financial or statistical modeling and provides assessment on alternative analysis. Budgetary SME Assists in collecting and organizing information required for preparation of budgets, budget analyses, studies, guides, reports, training materials, or any other customer deliverables and documents. Edits and formats documents to ensure readability and conformance with applicable standards. Drafts text based on source material or input from professional staff. Provides administrative support to engagements as needed. Assists in collecting and organizing information required for preparation of analyses, studies, guides, reports, training materials, or any other customer deliverables and documents. Edits and formats documents to ensure readability and conformance with applicable standards. 7 years of experience in 7 years of experience in degree in of specialty Requires an Advanced** Page 12

13 TITLE DESCRIPTION YEARS OF Manager Performs business and/or financial management tasks as a team leader or project manager. Directs the completion of project specific tasks within estimated time frames and budget constraints. Manages the dayto-day activities and reviews work products for completeness and adherence to customer requirements. Delivers presentations and leads client meetings. Increasing responsibility in implementation and management of financial services projects. Principal Financial SME Financial Support Administrator Provides highest-level functional and budget expertise. Analyzes complex problems, makes recommendations, develops alternative solutions and draft and executes implementation plan. Converses with and provides assistance to highest levels of corporate and Government management. Assists in collecting and organizing information required for preparation of analyses, studies, guides, reports, training materials, or any other customer deliverables and documents. Edits and formats documents to ensure readability and conformance with applicable standards. Drafts text based on source material or input from professional staff. Provides administrative support to engagements as needed. Assists in collecting and organizing information required for preparation of analyses, studies, guides, reports, training materials, or any other customer deliverables and documents. Edits and formats documents to ensure readability and conformance with applicable standards. 8 years of experience in 8 years of experience in 2 years of experience in Requires an Advanced** Requires a High School Diploma Page 13

14 TITLE DESCRIPTION YEARS OF Junior Financial Analyst Gathers, assembles, and formats data and prepares preliminary analysis for budget preparation; assists in preparation and presentation of preliminary and final budget documents; prepares budget presentation materials; maintains data and systems for budget tracking and reporting and generates reports; assists section/division with issues related to funds availability, fund transfers and budget compliance; prepares and participates in the preparation of the Court s annual budget, including analysis and estimates of expenditures; analysis and projections of revenue; review of intra-department requests and sub-budgets; recommendations on allocations of funds, personnel and account coding. May assist in the documentation and development of a budgeting system or solution to include, defining user requirements, documenting budget process and flows, assisting in the configuration and testing of a budget system. Accountant Financial Project Manager Performs business and/or financial management tasks to include audit support and testing. Prepares reconciliations, performs data analysis, vouches transactions, and verifying account balances. Conducts analysis of appropriate consulting tools to satisfy program requirements and creates project deliverables. Responsible for financial management engagements and overall contract management. Provides technical and managerial skills to ensure all products and deliverables meet the client s requirements and deadlines. Responsible for resolution of audit, accounting, and reporting issues. Oversees multiple financial management services and related projects. 4 years of experience in 4 years of experience in Page 14

16 TITLE DESCRIPTION YEARS OF Financial Consultant Provides strategic business planning, performance measuring, program evaluation and auditing and productivity/ process improvement. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. May lead and direct the work of others. A wide degree of creativity and latitude is expected. Typically reports to top management. Financial SME Assists in collecting and organizing information required for preparation of analyses, studies, guides, reports, training materials, or any other customer deliverables and documents. Edits and formats documents to ensure readability and conformance with applicable standards. Drafts text based on source material or input from professional staff. Provides administrative support to engagements as needed. Assists in collecting and organizing information required for preparation of analyses, studies, guides, reports, training materials, or any other customer deliverables and documents. Edits and formats documents to ensure readability and conformance with applicable standards. 7 years of experience in Page 16

17 TITLE DESCRIPTION YEARS OF Senior Accountant Performs business and/or financial management tasks to include, financial management activities including audits, financial analysis, and preparation of reconciliations, vouching transactions, and verifying account balances. Consults with Team Leads on strategic analysis, system and process issues, cost, and economic analysis. Conducts analysis of appropriate consulting tools to satisfy program requirements and creates project deliverables. Specific expertise in financial modeling, financial statement analysis, or budgeting and accounting. Formulates advanced analysis through financial or statistical modeling and provides assessment on alternative analysis. Manager Accounting Principal Accounting SME Performs business and/or financial management tasks as a team leader or project manager. Directs the completion of project specific tasks within estimated time frames and budget constraints. Manages the dayto-day activities and reviews work products for completeness and adherence to customer requirements. Delivers presentations and leads client meetings. Increasing responsibility in implementation and management of financial services projects. Provides highest-level functional expertise. Analyzes complex problems, makes recommendations, develops alternative solutions and draft and executes implementation plan. Converses with and provides assistance to highest levels of corporate and Government management. 7 years of experience in 8 years of experience in 8 years of experience in degree in related field degree in related field Requires an Advanced** Page 17

18 TITLE DESCRIPTION YEARS OF Junior Functional Analyst Supports analysis of user needs to determine functional and crossfunctional requirements. Supports functional allocation to identify required tasks and their interrelationships. Develops and implements business solutions with close supervision. Junior Task Lead Functional Analyst Task Lead Senior Task Lead Team member contributing to consulting staff client assignments within specified guidelines. Performs a variety of tasks that require both practical experience and theoretical, state-of-the-art, technical knowledge in specialty. Understands overall purpose of task assignment. Analyzes user needs to determine functional and cross-functional requirements. Performs functional allocation to identify required tasks and their interrelationships. Develops and implements business solutions with some supervision. Leads or provides program/project management and consulting services including planning, studies, analyses and training. Provides engineering support to management in program initiation, execution and close-out; policy and regulation development; and litigations, claims or other cases. Has demonstrated ability to work under minimal supervision. Supervises and reviews the work of more junior engineers. Leads or provides program/project management and consulting services including planning, studies, analyses and training. Leads engineering support to management in program initiation, execution and close-out; policy and regulation development; and litigations, claims or other cases. Has demonstrated ability to work independently and supervise teams of engineers. 2 years of experience in 3 years of experience in 4 years of experience in 4 years of experience in Requires a High School Diploma Page 18

19 TITLE DESCRIPTION YEARS OF Documentation Specialist Gathers, analyzes, and composes complex technical information. Conducts research and ensures the use of proper technical terminology. Translates technical information into clear, readable documents to be used by technical and non-technical personnel. Works independently or under minimal supervision. Assists in planning office management functions and supervises clerical staff. Senior Functional Analyst Management Consultant Senior Analyst Principal Analyst Analyzes user needs to determine functional and cross-functional requirements. Performs functional allocation to identify required tasks and their interrelationships. Identifies resources required for each task. Provides daily supervision and direction to support staff. Provides strategic business planning, performance measuring, program evaluation and auditing and productivity/ process improvement. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. May lead and direct the work of others. A wide degree of creativity and latitude is expected. Typically reports to top management. Leads or performs on analytical, consulting, or assessment processes in support of technical, business & administrative goals of the program. Often performs analysis requiring advanced training and degrees with minimal supervision. Acts as principal lead on analytical, consulting, or assessment processes in support of technical, business & administrative goals of the program. Often performs analysis requiring advanced training and degrees. 4 years of experience in 8 years of experience in Page 19

20 TITLE DESCRIPTION YEARS OF Principal SME Provides highest-level functional expertise. Analyzes complex problems, makes recommendations, develops alternative solutions and draft and executes implementation plan. Converses with and provides assistance to highest levels of corporate and Government management. Principal Functional Analyst Program Manager Degree Requirement Plans, organizes, directs, and conducts consulting survey or training tasks in problem s. Has technical responsibility for organizing, executing, and coordinating assignments. Keeps abreast of related methodologies / databases, and tools. Anticipates and solves complex problems related to program performance. Coordinates and monitors the scheduling, pricing, and technical performance of programs. Responsibilities also include aiding in the negotiation of contracts and contractual changes and coordinating preparations of proposals, plans, specifications, and financial conditions of contracts. Develops new business and expands product line. Ensures adherence to master plans and schedules. Develops solutions to program problems and directs work of incumbents assigned to program from various departments. Ensures projects are completed on time and within budget. Substitution Methodology Acceptable Substitution(s) 8 years of experience in 8 years of experience in 8 years of experience in Requires an Advanced** * Bachelors degree AA plus an additional 2 years experience HS plus an additional 4 years experience ** Advanced degree Bachelor s Degree plus an additional 4 years experience Page 20

21 MOBIS TITLE DESCRIPTION YEARS OF Program Manager Coordinates and monitors the scheduling, pricing, and technical performance of programs. Ensures adherence to master plans and schedules. Develops solutions to program problems, and directs work of incumbents assigned to program from various departments. Ensures projects are completed on time and within budget. Principal Functional Analyst Plans, organizes, directs, and conducts consulting survey or training tasks in problem s. Has technical responsibility for organizing, executing, and coordinating assignments. Keeps abreast of related methodologies / databases, and tools. Anticipates and solves complex problems related to program performance. Often performs analysis requiring advanced training and degrees. 10 years of experience in project management. 10 years of experience in Requires a bachelor s * degree Requires a bachelor s * Page 21

22 Junior Functional Analyst Consultant Functional Analyst Task Lead Senior Task Lead Supports analysis of user needs to determine functional and crossfunctional requirements. Supports functional allocation to identify required tasks and their interrelationships. Develops and implements business solutions with close supervision. Team member contributing to consulting staff client assignments within specified guidelines. Performs a variety of tasks that require both practical experience and theoretical, state-of-the-art, technical knowledge in specialty. Understands overall purpose of task assignment. Analyzes user needs to determine functional and cross-functional requirements. Performs functional allocation to identify required tasks and their interrelationships. Develops and implements business solutions with some supervision. Experienced in task management, responsible for ensuring successful task completion within the scheduled timeframe consistent with the established scope of work to include both the technical and business solutions. Organizes, directs, and coordinates the planning and production of all activities associated with assigned tasks. Senior leader, experience in project and task management, responsible for ensuring successful task completion within the scheduled timeframe consistent with the established scope of work to include both the technical and business solutions. Organizes, directs, and coordinates the planning and production of all activities associated with assigned tasks. 2 years of experience in 4 years of experience in Requires a bachelor s * Bachelor * degree in related field Requires a bachelor s * Bachelor * degree in related field Bachelor * degree in related field Page 22

23 Senior Documentation Specialist Analyst Gathers, analyzes, and composes complex technical information. Conducts research and ensures the use of proper technical terminology. Translates technical information into clear, readable documents to be used by technical and non-technical personnel. Works independently or under minimal supervision. Assists in planning office management functions and supervises clerical staff. Leads or performs on analytical, consulting, or assessment processes in support of technical, business and administrative goals of the program and its mission. Often performs analysis requiring advanced training and degrees with minimal supervision... TITLE DESCRIPTION YEARS OF Management Consultant Provides strategic business planning, performance measuring, program evaluation and auditing and productivity/ process improvement. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. May lead and direct the work of others. A wide degree of creativity and latitude is expected. Typically reports to top management. Senior Functional Analyst Principal Analyst Analyzes user needs to determine functional and cross-functional requirements. Performs functional allocation to identify required tasks and their interrelationships. Identifies resources required for each task. Provides daily supervision and direction to support staff. Acts as principal lead on analytical, consulting, or assessment processes in support of technical, business and administrative goals of the program and its mission. Often performs analysis requiring advanced training and degrees. 8 years of experience in 10 years of experience in. Requires an associate s ** degree in a related field Requires a bachelor s * Requires a bachelor s * degree in of specialty Requires a bachelor s * Requires a bachelor s * Page 23

GENERAL SERVICES ADMINISTRATION On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order is available through GSA

GENERAL SERVICES ADMINISTRATION Federal Supply Service On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are